Using the Group Shortcut Menu

The groups shortcut menu enables you to create and manage groups.

Note: Not all menu options are available on all list views.

To open the groups shortcut menu

On a list or detail view, right-click a group tab.
Choose from the following options:
- Copy group
- Edit group
- Delete group
- Share template
- Export records
- Set as Default group
- Revert Layout:
  Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab.
- Add Group

To open the Lookup Results shortcut menu

After performing a Lookup, right-click the Lookup Results tab.
Choose from the following options:
- Save Lookup as Group
- Export
- Revert Layout:
  Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab.
- Add Group

To Open the Group List View Shortcut Menu

Select one or more records.
Right-click in the Group List view.
Choose from the following options:
- Opportunity Statistics (Opportunity List view)
- Merge Records (Contact and Account List views only)
- Email (Contact and Lead List views only)